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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,444 | $82,678+188.4% | $125,391+90.2% | $68,490+248.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.05% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $14,994 | $3,382+343.3% | $4,816+211.4% | $2,597+477.4% |
| Participant deferral / active EE | $13,164 | $6,111+115.4% | $7,448+76.7% | $4,028+226.8% |
| Admin fee / account holder | $2,384 | $6,277-62.0% | $10,009-76.2% | $5,403-55.9% |